Xpert's Client Write-up software provides standard client write-up features as well as many advanced features including no monthly closings, edit any transaction at any time with full audit control, re-run any report at anytime for any date range, including multiple years, print to PDF files, automatically email or fax any report, interface with external products including Microsoft Word for Compilation letters and Excel for charting and graphics, export data to tax programs, import data from external programs including QuickBooks, and many, many more features.
Xpert automatically integrates with Microsoft Word for Compilation letters and Excel for charting and graphics. Journal transactions can be imported from Quicken or QuickBooks and export functions allow data to be downloaded to your Business Tax Preparation software. In addition, Xpert provides the ability to import GL transactions from a variety of accounting program thru its flexible ASCII import function.